Your team may be on a job when an inquiry arrives. We connect the service requested, project location and customer’s goal to the person responsible for calling back—so your Buford business can keep the conversation moving.
Choose a form submission or a phone call. Follow the questions, the booking and the project brief that reaches your team.
From first contact to a place in your calendar.Example workflow
01Your website
Let’s talk about your project.
Your nameJordan
What do you have in mind?
Request an estimate
02Your AI assistant
Text follow-up
Ready to pick up the conversation.
The form or call brings the lead straight to your AI.
Ready to qualify the project
Service · Location · Timeframe
03Your calendar
Make room for the next project.
M12T13W14T15F16
AI checks your availability Your hours. Your service area.
One conversation. All the way to the appointment.
Customer details, project context and the booking stay together.
Team handoff
Make room for the next customer
A busy team.A conversation that keeps moving.
A new inquiry should not depend on someone finding a spare moment. Your AI can handle the first useful questions, offer the agreed next step and pass the context to the right person.
A conversation starts
Keep a promising inquiry from sitting unanswered.
Connect the forms, calls and messages your business actually uses. The workflow acknowledges the customer and starts the conversation while your team is serving someone else.
New inquiry“We’re planning a new driveway.”A form, a call or a message.
Your AI assistant
The useful questionsAcknowledge the inquiry.
Context captured
The agreed next step
An on-site estimate.
MTWTF
The appointment your team offers
Ready for your team.The appointment and the project brief.
The inquiry arrivesThe business value
The useful questions
Find out what the person needs before the visit.
Service, location, timing and the details that matter to your team can be gathered in the conversation. The aim is a better prepared appointment and less repeated back-and-forth.
Your AI assistantWhat town is the property in, and when are you hoping to get started?
Buford. We’re planning for next month.
Service, location and timing. Useful context before the visit.
An agreed next step
Put the next step in the calendar.
An on-site estimate, consultation or service appointment becomes the destination. Booking, reminders and the team handoff are planned around your hours and how the business operates.
An agreed appointment
An on-site estimate.
Tuesday10:00AMTime selected
At the property · Buford
Confirmation and a clear next step
Illustrative booking. Availability and handoff rules are agreed with your team.
Every handoff, thought through
Your process.Connected from end to end.
We build around the way your team works, including the moments that need a real person’s judgment.
01Map
Start where your leads arrive.
We identify the forms, phone numbers, messages and existing systems involved. We agree what a useful conversion is and who owns the conversation at each stage.
A clear path from first contact to your goal.
What we establish together
Define the destination.
Where the lead arrives
Your forms, phone calls and messages
What a useful next step is
An estimate, consultation or service visit
Who takes it from there
The right person, with the conversation
One agreed process before we connect the tools.
02Prepare
Give the AI the right information.
We organize the business details, qualifying questions and response rules. We define what it can answer, when it should offer a booking and when it needs to bring in your team.
A useful assistant with clear responsibilities.
New inquiry“We’re planning a new driveway.”A form, a call or a message.
Your AI assistant
The useful questionsService. Location. Timing.
Context captured
The agreed next step
An on-site estimate.
MTWTF
The appointment your team offers
Ready for your team.The appointment and the project brief.
The useful questionsThe process
03Connect
Join the conversation to the calendar.
We connect the agreed channels, customer records and appointment types. The customer’s project details travel with the booking so the person following up starts with context.
A booking the team can prepare for.
The team handoff
The details arrive together.
Tuesday10:00AMTime selected
Customer
Jordan
Project
Driveway replacement
Property
Buford, Georgia
Timing
Planning for next month
Illustrative booking. Availability and handoff rules are agreed with your team.
04Test
Walk the real paths before launch.
We check ordinary inquiries, incomplete replies, unavailable times and requests for a person. After launch, we review the conversations and adjust the workflow around what your team learns.
A tested system with an ongoing owner.
New inquiry“We’re planning a new driveway.”A form, a call or a message.
Your AI assistant
The useful questionsSend the brief to the team.
Context captured
The agreed next step
An on-site estimate.
MTWTF
A place in the calendar
Ready for your team.The appointment and the project brief.
Booked, with the briefThe process
01 / From inquiry to estimate
Your estimator gets the story before the visit.
A form submission is a starting point. We connect the reply, useful questions and booking rules so your team can move toward an appointment with context.
Illustrative conversation
A new inquiry
“We’d like an estimate for a new patio.”
Your AI assistant
“Of course. What town is the property in, and when are you hoping to get started?”
The useful details
“We’re in Buford. Sometime next month.”
The questions follow your service area, project types and appointment rules.
Estimate handoffIllustrative brief
Patio project. Buford, Georgia.
Details ready for the next step
The work
New patio
The timeframe
Next month
The conversation
Kept with the inquiry
Your calendar. Your boundaries.
You choose the appointment types and available times. The customer’s contact details, service, location, timeframe and conversation stay together. Pricing questions and exceptions can go to a person.
02 / When you miss the call
Pick up the context. Then pick up the conversation.
You cannot answer every call while you are working. A useful follow-up gathers the reason for calling and gets it to the right person.
Illustrative missed-call follow-up
They still need your help.
“Could someone call me about replacing our driveway?”
Your follow-up
“Where is the property, and when is a good time to talk?”
Ready for your team
A callback with a reason.
Project
Driveway replacement
Property & timing
Collected in the follow-up
Who responds
The team member you assign
The handoff needs an owner.
We connect the agreed follow-up channel, questions and routing. You decide the tone, timing and who receives each request.
Requests that need judgment stay with your team. The workflow gives them a useful place to begin.
03 / After the work is finished
Keep the relationship going after the job.
A completion workflow makes honest feedback part of the process. A straightforward automation can handle the invitation; your people handle the relationship.
The project is completeIllustrative invitation
“Thank you for choosing our team. We’d love your honest feedback.”
You can leave a public review or share feedback with us directly.
Public review
Help the next customer choose.
An honest account of their experience, available to every customer.
Direct feedback
Give your team something to act on.
Private feedback goes to the person responsible, with the project context.
Make it consistent. Keep it human.
We connect project completion to the invitation and route replies to a named team member. The project and customer’s feedback stay together so someone can follow up when needed.
The public review option is never withheld or filtered by the feedback a customer gives.
Custom AI & automation
Built for your business. Included in your package.
Every package. At no extra charge.
We build the AI and automations that support your agreed plan—around your customers, your team and the next step you want to make easier.
Your business sets the rulesIllustrative routing
A question with an approved answer
“Where do you work?”
Your service information. The assistant uses the area and services you provide.
A decision that needs your judgment
“What will my project cost?”
Your team takes over. We agree the boundaries and the right person to receive the handoff.
A predictable next step
“The appointment is booked.”
The workflow follows through. A confirmation or reminder may need a simple rule, rather than AI.
01 / Your voice
It should sound like your business.
We shape the language, service information and rules with you. Your people keep the judgment, responsibility and relationship.
02 / The right tool
AI where a conversation helps.
AI can make sense of a question and gather context. We use straightforward workflows for confirmations, reminders and routing when they suit the job.
03 / Useful context
Your customer should not have to start over.
Contact details, project information and the conversation go to the person or calendar taking the next step.
Real clients. In their words.
The work. From their side.
Different businesses. Different priorities. Hear what working with Propel has meant for the people behind them.
Sherry PruittRealtor, Mandowa & Company Real Estate
“The AI software was impressive”
A client’s experience
AI and database outreach, with support close by.
Sherry describes using Propel’s AI software and database messaging, alongside responsive communication from Jonathan throughout the setup.
Yes. Custom AI and automation are included at no extra charge in every Propel package. Your workflow, response rules and human handoffs are planned around the way your business operates.
Can you work with our current GoHighLevel account?
Yes. We review the existing setup and agree on the changes before modifying the workflow.
Will the AI quote or close projects for us?
Your team remains responsible for qualifying, quoting, closing and delivering the work. We define which repeatable steps the system can support.
Does the demo send a real message?
No. The widget is an interactive example. It shows a possible response and handoff without contacting a customer, placing a call or connecting to a live CRM.